2020
KANSAS PROPERTY TAX RELIEF CLAIM
for Low Income Seniors
K-40PT
(Rev. 7-20)
DO NOT STAPLE
FILE THIS CLAIM AFTER DECEMBER 31, 2020, BUT NO LATER THAN APRIL 15, 2021
Claimant’s
Social Security
Number
First four letters of
claimant’s last name.
Use ALL CAPITAL letters.
Claimant’
s
Telephone
Number
Your First Name Initial Last Name
Mailing Address (Number and Street, including Rural Route)
City, Town, or Post Oce State Zip Code County Abbreviation
Mark this box if claimant is
deceased (See instructions)
Date of Death
IMPORTANT: Mark this box if
name or address has changed
Mark this box if this is an
amended claim
NOTE: If you filed a Form K-40H for
2020, you DO NOT qualify for this
property tax refund.
To qualify for this property tax refund you must meet the household income
limitation and you must have been:
1. A resident of Kansas during the entire year of 2020;
2. A home owner during 2020; and,
3. Age 65 or over for the entire year. Enter your date of birth (must be prior to 1955)
MONTH DAY YEAR
ENTER THE TOTAL RECEIVED IN 2020 FOR EACH TYPE OF INCOME. See instructions.
4. 2020 Wages OR Kansas Adjusted Gross Income (if negative, enter zero) $ plus Federal
Earned Income Credit $ Enter the total
5. All taxable income other than wages and pensions not included in Line 4. Do not subtract net operating losses
and capital losses
6. Total Social Security and SSI benets, including Medicare deductions, received in 2020 (do not include
disability payments from Social Security or SSI)
7. Railroad Retirement benets and all other pensions, annuities, and veterans benets (do not include
disability payments from Veterans and Railroad Retirement)
8. TAF payments, general assistance, worker’s compensation, grants and scholarships
9. All other income, including the income of others who resided with you at any time during 2020
10.
TOTAL HOUSEHOLD INCOME (Add lines 4 through 9. If line 10 is more than $20,700, you do not qualify for a refund)
11. General property taxes paid timely in 2020, excluding specials. (Tax on property valued at more than $350,000 does
not qualify
. See instructions on the back of this form.)
12. PROPERTY TAX REFUND. Multiply the amount on line 11 by 75% (.75). This is the amount of your refund
Important: If you led Form ELG with your county, your refund will be reduced by the ELG amount applied to the
rst half of your 2020 property tax.
Mark this box if you wish to participate in the Refund Advancement Program (see instructions)
I authorize the Director of Taxation or the Director’s designee to discuss my K-40PT and enclosures with my preparer.
I declare under the penalties of perjury that to the best of my knowledge and belief, this is a true, correct and complete claim.
Claimant’s signature Date Signature of preparer other than claimant Preparers phone number
IMPORTANT: Please allow 20 to 24 weeks to process your refund.
COMPLETE THE BACK OF THIS FORM
135320
Qualications
.................................
Household Income
Name and Address
......................................................................................................
.......................
...........................................
Refund
00
00
Signature
...........
_______________
.......
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00
00
00
00
00
00
00
________________________
________________________ . ..............................................................................
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. ............................................................................................
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Members of Household
Excluded Income
135420
00
00
00
00
00
00
$
$
$
$
$
$
.............................. $
.............................. $
...... $
00
00
00
00
00
00
00
......................... $
........................ $
....... $
(See instructions)
____________________________________________________________________ $
Providing this information should speed the processing of your claim. Income reported here should not be included on line 10 of this form.
13. Enter in the spaces provided the annual amount of all other income not included as household income on line 10:
(a) Food Stamps
(b) Nongovernmental Gifts
(c) Child Support
(d) Settlements (lump sum)
(e) Personal and Student Loans
(f) SSI, Social Security, Veterans or Railroad
Disability (enclose documentation)
(g) Other
Amount
Source
14. List the names of ALL persons who resided in your household at any time during 2020. Specify the number of months they lived with you and
report their portion of income that is included in total household income on line 10 of this form.
Name
Number of
months resided
in household
Their portion of income that is
included on line 10
Social Security Number
FORM K-40PT LINE-BY-LINE INSTRUCTIONS
If you filed a Form K-40H for 2020, you cannot claim this refund.
NAME AND ADDRESS
Use the instructions for Form K-40H on page 4 to complete the personal
information at the top of Form K-40PT.
QUALIFICATIONS
Lines 1 through 3: You must have been 65 years of age or older (born
before January 1, 1955), a resident of Kansas all of 2020 and a home
owner during 2020. If you meet these qualications, enter your date of birth
on line 3.
HOUSEHOLD INCOME
Enter on lines 4 through 8 the annual income amounts received by you and
your spouse during 2020. Enter on line 9 the income of ALL other persons
who lived with you at any time during 2020.
Lines 4 and 5: Use the instructions for lines 4 and 5 of Form K-40H that
begin on page 4 to complete lines 4 and 5 of Form K-40PT.
Line 6: Enter the total Social Security and Supplemental Security Income
(SSI) benets received by you and your spouse. Include amounts deducted
for Medicare, any
Social Security death benets, and any SSI payments not
shown on the annual benet statement. Do not include Social Security
or SSI “disability” payments. (NOTE: Social Security disability or SSI
payments become regular Social Security payments when a recipient reaches
full retirement age. These Social Security disability payments, that were once
Social Security disability or SSI payments, are NOT included in household
income.) Enter the annual amount of any Social Security disability benets
and Social Security payments of a person who has reached full retirement
age who had previously been receiving Social Security disability payments,
in the Excluded Income section on the back of Form K-40PT and enclose a
benet statement or award letter with your claim.
If you do
not have your statement of Social Security benets, use the
method given for line 6 of Form K-40H to compute your total received in
2020. Instructions are on page 4.
Lines 7 through 9: Use the instructions for lines 7 through 9 of Form K-40H
on page 5 to complete these lines on Form K-40PT.
Line 10: Add lines 4 through 9 and enter the result. If line 10 is more than
$20,700, you do not qualify for a refund.
REFUND
Line 11: Enter the
total 2020 general property tax you paid as shown on
your real estate tax statement. Enter only timely paid tax amounts. For a list of
items that you cannot include see the instructions for line 12 of Form K-40H
on page 5.
If you are ling on behalf of a claimant who died during 2020, the property
tax must be prorated based on the date of death. To determine the property
tax amount to enter here, follow the instructions for deceased claimants on
page 6.
Line 12: Multiply the amount on line 11 by 75% (.75). This is the amount
of your property tax refund.
EXCLUDED INCOME
Line 13: To speed the processing of your refund, list in items (a) through
(g) all other income that you did not include on line 10. For more information
on what to include here, see Excluded Income on page 6.
Line 14: List all persons who resided in your household at any time during
2020. Complete all requested information for each person. If more space is
needed, enclose a separate sheet.
SIGNATURE
You, as the claimant, MUST sign the claim. See the instructions for
Signature on page 6.
MAIL TO: Homestead Claim, Kansas Department of Revenue, PO Box 750260, Topeka KS 66699-0260